|
2026
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$1.03M
|
–
|
–
|
–
|
|
|
2027
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.03M
|
-$132K
|
-1,000
|
-11%
|
|
|
2028
|
Investment Partners
New Philadelphia,
Ohio
|
$1.03M
|
-$4.88K
|
-37
|
-0.5%
|
|
|
2029
|
Lantz Financial
Naperville,
Illinois
|
$1.03M
|
-$30.3K
|
-230
|
-3%
|
|
|
2030
|
RDA Financial Network
Akron,
Iowa
|
$1.03M
|
+$20.8K
|
+158
|
+2%
|
|
|
2031
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.03M
|
+$131K
|
+991
|
+14%
|
|
|
2032
|
Cable Hill Partners
Portland,
Oregon
|
$1.03M
|
-$117K
|
-886
|
-10%
|
|
|
2033
|
Central Bank & Trust
Lexington,
Kentucky
|
$1.03M
|
-$31.5K
|
-239
|
-3%
|
|
|
2034
|
FLC Capital Advisors
Palm Desert,
California
|
$1.02M
|
-$152K
|
-1,154
|
-13%
|
|
|
2035
|
Private Vista
Chicago,
Illinois
|
$1.02M
|
+$50.1K
|
+380
|
+5%
|
|
|
2036
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$1.02M
|
+$68.1K
|
+517
|
+7%
|
|
|
2037
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$1.02M
|
+$1.04M
|
+7,872
|
New
|
|
|
2038
|
AssetMark Inc
Concord,
California
|
$1.02M
|
+$214K
|
+1,625
|
+26%
|
|
|
2039
|
Canton Hathaway
Providence,
Rhode Island
|
$1.01M
|
-$250K
|
-1,900
|
-20%
|
|
|
2040
|
|
$1.01M
|
+$370K
|
+2,810
|
+56%
|
|
|
2041
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$1.01M
|
+$8.3K
|
+63
|
+0.8%
|
|
|
2042
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.01M
|
-$1.39M
|
-10,514
|
-57%
|
|
|
2043
|
GQ Asset Management
New York City,
New York
|
$1.01M
|
-$217K
|
-1,648
|
-17%
|
|
|
2044
|
Merriman Wealth Management
Seattle,
Washington
|
$1M
|
+$226K
|
+1,712
|
+28%
|
|
|
2045
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$1M
|
+$19.8K
|
+150
|
+2%
|
|
|
2046
|
Garner Asset Management Corp
Plano,
Texas
|
$1M
|
-$7.51K
|
-57
|
-0.7%
|
|
|
2047
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$999K
|
-$24.8K
|
-188
|
-2%
|
|
|
2048
|
Guardian Life Insurance
New York
|
$999K
|
+$1.32K
|
+10
|
+0.1%
|
|
|
2049
|
Laurion Capital Management
New York
|
$996K
|
+$1.01M
|
+7,700
|
New
|
|
|
2050
|
Bellecapital
Zurich,
Switzerland
|
$995K
|
+$144K
|
+1,090
|
+17%
|
|
